Close CRM: Setting up Power and Predictive Dialers

All demos from “Getting Started with Calling in Close | How to Make and Track Sales Calls from Your CRM”

1. 0:571:48Making calls and managing voicemails in CloseDemonstrates how to initiate calls directly from lead profiles and manage voicemails within the CRM interface.Close CRM· Parallel/power dialer
2. 2:431:46Setting up Power and Predictive DialersCurrentShows the configuration of automated dialing systems including predictive dialing for high-volume outbound teams.Close CRM· Parallel/power dialer
3. Watch “Getting Started with Calling in Close | How to Make and Track Sales Calls from Your CRM” →

Parallel/power dialer

Close CRM9Orum12ConnectAndSell1Outreach1

1. 25:002:45Using the Close Power DialerDemonstrates the built-in dialer functionality for making outbound calls directly from lead lists and tracking call activities.@CloseDr
2. 2:301:35Setting up the Close CRM Predictive DialerThe video demonstrates the steps to enable the predictive dialer, assign users to groups, and configure voicemail and abandonment settings within the Close CRM interface.@CloseDr
3. 33:382:00Configuring the Close Power DialerShows the setup for the built-in dialer, including phone number registration and predictive dialing settings.@JordanRPark
4. 18:100:51Using the Close Power DialerBriefly demonstrates the integrated dialer interface for making calls directly from the lead list.@CloseDr
5. 0:571:48Making calls and managing voicemails in CloseDemonstrates how to initiate calls directly from lead profiles and manage voicemails within the CRM interface.@closecrm
6. 2:431:46Setting up Power and Predictive DialersCurrentShows the configuration of automated dialing systems including predictive dialing for high-volume outbound teams.@closecrm
7. 0:441:11Power dialing and lead views in CloseThe demo shows the 'Smart Views' interface and how to initiate a power dialing session to call through a list of prospects efficiently.@SoftwareFinds
8. 10:322:30Setting up the Close Power DialerShows the configuration of phone numbers and the integrated dialer settings, including the AI Notetaker for sales calls.@JordanRPark
9. 1:402:40Configuring Phone Settings and Dialer in CloseThe presenter demonstrates how to set up a US-based phone number, configure country codes, and adjust microphone and recording settings within the Close CRM dialer.@JordanRPark